XRP doesn’t need retail to pump
Individual buyers help, but even if they all stopped, XRP could still head way higher.
Most XRP discussions focus on repeated, anxious questions: When will the retail bid return? What can we do to spread the message, and when will the next wave of everyday buyers push the price to double digits?
When will the masses finally “get it”?
But consider this. What if I told you that’s the wrong frame entirely?
Here’s the more unsettling question: What if XRP’s long-term value proposition doesn’t require retail participation at all?
What if the XRP asset was structurally designed for a world where retail involvement is helpful yet mostly incidental to the price of XRP?
The story everyone is waiting for is a retail frenzy to a new top. New all-time high, friends in your group chat going crazy, the same script from 2017.
As a result, every time the price chops sideways in the $1.30s-$1.40s while “Crypto Twitter” stalls, the assumption is that the mass migration just has not happened yet.
I’m telling you, that frame is wrong.
See that number above? No amount of retail buying is going to create a $300 billion number overnight.
A number like that can only come from an institutional vendor who switches from fiat processing to XRP Ledger (XRPL) processing.
As I warned everyone yesterday in my XRP Premium Analysis, the institutions who control the media are manipulating narratives to time their entries.
All of us retail buyers, as consumers of that media, are not in control.
The marginal buyer for XRP is not the kid in his bedroom anymore.
The marginal reductions of XRP’s supply are billion-, trillion-, and quadrillion-dollar payment flows switching from fiat to XRPL, improving efficiency for their institutional use case and burning a relatively tiny amount of XRP, on a perpetual basis, as our investments rally as a consequence of their business operations.
In today’s XRP Premium Analysis, I analyze how the flows that actually matter to the price of XRP.
Nothing in this newsletter is financial or investment advice. We summarize news for entertainment purposes only and cannot guarantee accuracy of the information herein. We do not provide advisory services, guidance, or information regarding trading or investing. Past performance is not indicative of future results.
XRP Premium Analysis
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According to my analysis…